Pennant Investors as of Dec. 31, 2024
Portfolio Holdings for Pennant Investors
Pennant Investors holds 15 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Antero Res (AR) | 15.8 | $56M | 1.6M | 35.05 | |
| Echostar Corp Cl A (SATS) | 15.6 | $55M | 2.4M | 22.90 | |
| Amazon (AMZN) | 12.5 | $44M | 203k | 219.39 | |
| Perimeter Solutions Common Stock (PRM) | 8.2 | $29M | 2.3M | 12.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.8 | $28M | 147k | 189.30 | |
| TransDigm Group Incorporated (TDG) | 6.9 | $25M | 19k | 1267.28 | |
| Valmont Industries (VMI) | 6.0 | $21M | 69k | 306.67 | |
| Microsoft Corporation (MSFT) | 5.8 | $21M | 49k | 421.50 | |
| Ge Vernova (GEV) | 5.6 | $20M | 60k | 328.93 | |
| Vertiv Holdings Com Cl A (VRT) | 5.1 | $18M | 160k | 113.61 | |
| Chesapeake Energy Corp (EXE) | 5.1 | $18M | 180k | 99.55 | |
| Core Scientific (CORZ) | 2.5 | $8.9M | 630k | 14.05 | |
| Iren Ordinary Shares (IREN) | 2.2 | $7.8M | 792k | 9.82 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $3.0M | 4.3k | 693.08 | |
| Grab Holdings *w Exp 99/99/999 (GRABW) | 0.0 | $33k | 80k | 0.41 |